See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,801 | $95,803-39.7% | $113,168-48.9% | $84,808-31.8% |
| Participation rate | 44.7% | 72.9%-28.1pp | 76.6%-31.8pp | 68.3%-23.6pp |
| Annual return | 15.85% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,386 | $2,360-41.3% | $2,975-53.4% | $2,631-47.3% |
| Participant deferral / active EE | $2,484 | $4,242-41.4% | $5,107-51.4% | $4,212-41.0% |
| Admin fee / account holder | $3,486 | $8,989-61.2% | $12,068-71.1% | $7,344-52.5% |